MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST 100 INDEX STARTED MONDAY ON A NEGATIVE TREND, CLOSING AT 10,853.43, DOWN 0.81%. THE BANKING INDEX FELL 2.77%, WHILE THE INDUSTRIAL INDEX LOSS WAS LIMITED TO 0.29%. THE VIOP NEAR-TERM INDEX CONTRACT FELL 0.12% IN THE EVENING SESSION. PRESIDENT ERDOGAN AND BRITISH PRIME MINISTER STARMER HAVE SIGNED A COOPERATION AGREEMENT FOR THE EUROFIGHTER TYPHOON FIGHTER JET. THE AGREEMENT INCLUDES THE PURCHASE OF 20 AIRCRAFT FROM THE UK. FURTHERMORE, WITH THE AIRCRAFT TO BE PROCURED FROM QATAR AND OMAN, THE TOTAL NUMBER RISES TO 44. GLOBAL STOCK MARKETS SAW A HIGH RISK APPETITE DAY, INFLUENCED BY THE PROGRESS MADE IN TRADE NEGOTIATIONS BETWEEN THE U.S. AND CHINA, AND OPTIMISTIC EXPECTATIONS AHEAD OF THE MEETING BETWEEN TRUMP AND XI. THE U.S. STOCK MARKETS CLOSED THE DAY SETTING NEW RECORDS, WHILE EUROPEAN AND ASIAN MARKETS ALSO SHOWED POSITIVE MOMENTUM. DURING PRESIDENT TRUMP`S STOP IN JAPAN AS PART OF HIS VISIT TO ASIA, A FRAMEWORK AGREEMENT WAS SIGNED TO SECURE THE SUPPLY OF CRITICAL MINERALS AND RARE EARTH ELEMENTS THROUGH MINING AND PROCESSING. AS THE NEW DAY BEGINS, ASIAN STOCK MARKETS ARE GENERALLY TRADING NEGATIVELY, WHILE CHINESE AND HONG KONG MARKETS ARE DIVERGING POSITIVELY. THE U.S. AND EUROPEAN FUTURES INDICES ARE TRADING NEAR-FLAT. DUE TO REPUBLIC DAY, BORSA ISTANBUL WILL CLOSE AT 12:40 PM TODAY. WHILE THE DAY`S MACROECONOMIC DATA AGENDA INCLUDES NO MAJOR DOMESTIC RELEASES, THERE ARE NO MAJOR GLOBAL RELEASES THAT COULD IMPACT MARKET TRENDS. DOMESTIC MARKETS WILL BE CLOSED FOR REPUBLIC DAY ON WEDNESDAY, AND GLOBAL MARKETS WILL FOCUS ON THE FED`S INTEREST RATE DECISION AT ITS SEVENTH FOMC MEETING OF THE YEAR, AND FED CHAIR JEROME POWELL`S SPEECH ON WEDNESDAY. FOLLOWING LAST FRIDAY`S BETTER-THAN-EXPECTED SEPTEMBER INFLATION DATA, MARKETS ARE PRICING IN A 97.8% PROBABILITY THAT THE FED WILL CUT INTEREST RATES BY 25 BPS AT THIS MEETING. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START TUESDAY FLAT AND THEN OBSERVE FLUCTUATION. SUPPORT: 10,750 - 10,650 RESISTANCE: 10,950 - 11,050. SEKER YATIRIM MENKUL DEGERLER A.S WWW.SEKERYATIRIM.COM.TR *** YASAL UYARI BURADA YER ALAN YATIRIM BILGI, YORUM VE TAVSIYELER YATIRIM DANISMANLIGI KAPSAMINDA DEGILDIR.YATIRIM DANISMANLIGI HIZMETI ARACI KURUMLAR, PORTFOY YONETIM SIRKETLERI, MEVDUAT KABUL ETMEYEN BANKALAR ILE MUSTERI ARASINDA IMZALANACAK YATIRIM DANISMANLIGI SOZLESMESI CERCEVESINDE SUNULMAKTADIR.BURADA YER ALAN YORUM VE TAVSIYELER, YORUM VE TAVSIYEDE BULUNANLARIN KISISEL GORUSLERINE DAYANMAKTADIR.BU GORUSLER MALI DURUMUNUZ ILE RISK VE GETIRI TERCIHLERINIZE UYGUN OLMAYABILIR.BU NEDENLE, SADECE BURADA YER ALAN BILGILERE DAYANILARAK YATIRIM KARARI VERILMESI BEKLENTILERINIZE UYGUN SONUCLAR DOGURMAYABILIR. 28.10.2025 09:34:05